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For clients that cannot take advantage of our User Import APIs, our FTPS Managed User Import allows you to import users into our system through an SSL enxcrypted FTP client. Any users that have failed to be imported will be put into a .csv file and sent to you by email. This file will include important user information as well as the reason for failure. 

Table of Contents

Required System Settings

Before you can use the FTPS Managed User Import you will need to have it set up on your system. However, OPS-COM requires that our clients provide a couple of settings for the Import to work properly.

The first setting that is required for the import to work is found under System Config followed by Classic System Settings. 

From this window make sure that you have supplied a Reply-to Admin Email Address. This is the email that receives all alerts and emails across the system. 

The second setting is found under System Config, System Settings followed by Third Party.

From there you want to make sure that you have supplied a Failed import Email under the CSV User Import options. This is the email that will be sent a file of all users that have failed to be imported. 

Warning

This file will include information about the user as well as why the user failed to be imported. This will allow you to correct any failures and attempt the import again. 


Importing Users

OPS-COM will supply you with your FTP credentials which points directly to the folder where you drop you files to be imported.

After you have connected using FTP you will see an empty directory where you will drag and drop your import files. 

Note

OperationsCommander supports both FTPS (FTP) and SFTP (Secure Shell).


FTP Example Process

Warning

The bak folder will not exist the first time you go to upload your files. This folder is automatically generated once the import has been completed and contains all of the previously imported files. 

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To begin drop a .csv file from your computer to the server. The system task can be set to run in intervals of minutes.

This can be set to 1 minute or 5 minutes for example. so you will need to wait for the import to complete.

Once the import has been completed the file will be moved to the bak folder.

An email will also be generated containing users that failed to be imported in a .csv file. This will be sent to the email that we have set up in our System Settings. 

You should be able to download the generated .csv file and review why these users failed to be imported into the system. 

Example Import File

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nameUser Import Example.csv
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Support Agent Notes
  • We would need to set this up on the clients system to work before creating an FTP account. 
  • FTP accounts must be created in order to upload the .CSV files. 
  • The user import takes about a minute to work 
  • There are some system settings required for this to work (See article). This is only set up for Palm Beach and JCU currently and we would need to set it up for anyone who wants this. 



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